Purchases and Sales Made in Q2 2025 in Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-35- 2.39% |
$17.4K - $21.6K
|
1.43K
$932K
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-36- 0.81% |
$17.9K - $22.2K
|
4.43K
$2.89M
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-36- 0.29% |
$17.9K - $22.2K
|
12.4K
$8.11M
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-36- 1.85% |
$17.9K - $22.2K
|
1.92K
$1.25M
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-36- 3.08% |
$17.9K - $22.2K
|
1.13K
$739K
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-36- 0.69% |
$17.9K - $22.2K
|
5.19K
$3.38M
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-36- 3.75% |
$17.9K - $22.2K
|
925
$603K
|
|
Aug 14, 2025
Q2 2025
|
Goldstream Capital Management LTD
|
SELL
|
- |
-36- 3.99% |
$17.9K - $22.2K
|
866
$565K
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-37- 0.4% |
$18.4K - $22.9K
|
9.15K
$5.97M
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-37- 1.45% |
$18.4K - $22.9K
|
2.52K
$1.64M
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 1.16% |
$18.4K - $22.9K
|
3.14K
$2.05M
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 0.15% |
$18.4K - $22.9K
|
24.6K
$16M
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-37- 0.25% |
$18.4K - $22.9K
|
14.8K
$9.66M
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-37- 3.57% |
$18.4K - $22.9K
|
999
$652K
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-38- 1.84% |
$18.9K - $23.5K
|
2.03K
$1.32M
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-38- 14.96% |
$18.9K - $23.5K
|
216
$141K
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-39- 1.2% |
$19.4K - $24.1K
|
3.22K
$2.1M
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-39- 5.57% |
$19.4K - $24.1K
|
661
$431K
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 1.53% |
$19.4K - $24.1K
|
2.51K
$1.64M
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-39- 10.16% |
$19.4K - $24.1K
|
345
$225K
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-39- 0.69% |
$19.4K - $24.1K
|
5.61K
$3.66M
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-39- 5.86% |
$19.4K - $24.1K
|
627
$409K
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-39- 2.79% |
$19.4K - $24.1K
|
1.36K
$886K
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-39- 2.65% |
$19.4K - $24.1K
|
1.43K
$934K
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-39- 0.63% |
$19.4K - $24.1K
|
6.16K
$4.02M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-40- 0.4% |
$19.9K - $24.7K
|
9.89K
$6.45M
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-40- 1.38% |
$19.9K - $24.7K
|
2.85K
$1.86M
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-40- 2.86% |
$19.9K - $24.7K
|
1.36K
$886K
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-40- 0.26% |
$19.9K - $24.7K
|
15.1K
$9.85M
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-40- 3.41% |
$19.9K - $24.7K
|
1.13K
$739K
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-40- 1.77% |
$19.9K - $24.7K
|
2.23K
$1.45M
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-40- 0.87% |
$19.9K - $24.7K
|
4.54K
$2.96M
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-40- 9.88% |
$19.9K - $24.7K
|
365
$238K
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-40- 0.53% |
$19.9K - $24.7K
|
7.51K
$4.9M
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-40- 0.51% |
$19.9K - $24.7K
|
7.78K
$5.07M
|
|
Aug 13, 2025
Q2 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-40- 8.79% |
$19.9K - $24.7K
|
415
$271K
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-41- 0.69% |
$20.4K - $25.3K
|
5.88K
$3.83M
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-41- 5.8% |
$20.4K - $25.3K
|
666
$434K
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-41- 1.53% |
$20.4K - $25.3K
|
2.64K
$1.72M
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-42- 3.87% |
$20.9K - $25.9K
|
1.04K
$680K
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-42- 0.11% |
$20.9K - $25.9K
|
39.7K
$25.9M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-42- 5.27% |
$20.9K - $25.9K
|
755
$492K
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
SELL
|
- |
-43- 2.09% |
$21.3K - $26.6K
|
2.01K
$1.31M
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-43- 0.4% |
$21.3K - $26.6K
|
10.8K
$7.04M
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-43- 4.15% |
$21.3K - $26.6K
|
993
$648K
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-43- 0.53% |
$21.3K - $26.6K
|
8.04K
$5.25M
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-44- 0.1% |
$21.8K - $27.2K
|
42.2K
$27.5M
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-44- 2.24% |
$21.8K - $27.2K
|
1.92K
$1.25M
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-44- 5.34% |
$21.8K - $27.2K
|
780
$509K
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-44- 1.55% |
$21.8K - $27.2K
|
2.8K
$1.83M
|